In this guide, we’ll walk you through how leads are created in Salesforce for non-purchasing customers from Shopify. When a customer is created in Shopify but does not place any order, Salesforce automatically creates a Lead, helping you track, manage, and follow up with potential customers effectively.
Stay with us as we explore the step-by-step process to enable and use this feature effortlessly. Let’s get started!
Step 1: Log in to Salesforce & in App Launcher search "HIC Sync made easy". Click on it.
Step 2: Go to "SME Pro Features".
Step 3: Enable the “Non-Purchasing Customer's Lead Creation” feature toggle button.
Step 4: Go to your Shopify Store and create a new Customer by clicking “Add Customer”.
Step 5: Enter all the required information and click on “Save”.
Step 6: Copy the Customer Email or Shopify ID, then paste it into the Salesforce Global Search to find the record.
Step 7: A “New Lead” will be Successfully Created in Salesforce.
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